earnings
confidence high
sentiment negative
materiality 0.75
Silvaco Q4 revenue $18.3M; GAAP net loss $7.2M vs $4.2M income; cost cuts ahead
Silvaco Group, Inc.
- Q4 2025 revenue $18.3M (+2% YoY); GAAP net loss $7.2M vs $4.2M net income in Q4 2024.
- Full-year 2025 revenue $63.1M (+6%); GAAP net loss $41.2M vs $39.4M loss in FY 2024.
- Non-GAAP Q4 operating loss $1.1M vs $2.9M income; non-GAAP EPS loss $0.03 vs income $0.14.
- Cost reduction program: $20M annualized non-GAAP OpEx savings targeted, $14M achieved by end-2025; Q1 2026 cash burn expected to drop dramatically.
- TCAD bookings up 70% sequentially to $9.2M; SIP revenue record $5.1M (3x sequential growth).